NextGen Knowledge Center

Add a Patient to the Pre-Reg Worklog

You can add a new worklog entry, or open one to view and update patient information details.

  1. From the Home template, click the Pre Reg link.
  2. On the Pre-Reg Worklog template, right-click in the grid and select Add New.
    The Coordinator Tasks window opens.
    Coordinator Tasks window

  3. Enter the patient information, provider, and referring provider details.
  4. Select from the following:
    • Clinically Approved
    • Billing Approved
    • Appt Made and Appt.Dt.
    • Clinical 1 Complete
    • Clinical 2 Complete
    • Pre Registration Complete
  5. Enter any Notes for other schedulers/coordinators.
  6. Click Save.
  7. Click Close to return to the Pre-Reg Worklog template.